Andrew Gagnon is a financial advisor at Ameriprise with 9 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise Financial Services since 2016. Outside of his advisory role, he coaches 7th grade basketball and helps organize a youth baseball organization in Watertown, MN. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Bryce Roufs is a financial advisor at Ameriprise in Golden Valley, MN, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Bank and was involved with Rustic Waters LLC. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business outside of his primary role. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Braden Hubbard is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on managed accounts and employing algorithmic tools overseen by a dedicated committee.

Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.

Pradeep Sukhani is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed and Life Map Wealth Advisors. Outside of his advisory role, he has been involved with the India Association of Minnesota and has engaged in real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies.

Brian Grahek is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. His prior experience includes roles at Bank of America and Merrill Lynch. He is involved in entrepreneurial investment-related ventures through GLJ Investments, LLC and Grahek GP LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Riley Gannon is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at UBS Financial Services in Wayzata, MN. His prior work includes roles at Konica Minolta Business Solutions USA, Johnson Brothers Liquor Company, Excelr-8 E-Bikes, and the University of St. Thomas. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Melissa Machlitt is a financial advisor with OSAIC in Plymouth, MN, holding Series 66 and Series 63 designations and 30 years of industry experience. Her prior experience includes roles at Advisornet Financial Partners, Cetera Advisor Networks, and Jra Financial Advisors. She is also involved in managing office space subletting through her businesses in Plymouth. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms with access to third-party money managers and a wide range of investment options.

Sherri Tuttle is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Holecek is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021. Prior to his current role, he held positions at several Target locations between 2015 and 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Bottema is a financial advisor with UBS Financial Services in Corcoran, Minnesota, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS and its predecessor Paine Webber since 1996. Outside of his advisory role, Bottema serves as a volunteer medic for the Loretto Fire Department and owns a business that manufactures and sells trail grooming equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Michael Krein is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and was previously with Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as the President of The Willows Homeowner’s Association and is involved as a member of the Fair State Brewing Cooperative, which focuses on community volunteer work. OSAIC Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, pension, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios on discretionary or non-discretionary bases.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michelle Nisbet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

John Jensen is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management, and has a background that includes roles outside finance such as landscape architecture and lawn care entrepreneurship. Jensen also provides notary services to clients on a voluntary basis. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable entities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage multi-asset portfolios on discretionary or non-discretionary bases and utilizes a broad network of affiliated advisers and third-party platforms.

Rachel Radke is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill in 2021, she worked at Ameriprise Financial Services and has held various roles including positions at Viterbo University and in the retail and automotive sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.